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About the Role
The Vice President, Loan Sales provides strategic leadership for the credit union’s consumer and residential mortgage sales functions across branch, indirect, and digital channels. The role is accountable for responsible loan and ancillary product growth, member experience, sales talent, pipeline performance, and achievement of production, profitability, service, compliance, and credit-quality objectives.
Responsibilities
- Provide strategic direction and overall accountability for multi-channel loan sales growth, profitability, member value, and portfolio objectives.
- Lead, coach, manage performance, plan succession, and develop loan sales leaders, coordinators, and originators.
- Manage workforce planning, staffing, departmental budgeting, forecasting, and resource allocation.
- Govern sales practices, operating standards, and incentive programs in alignment with regulatory requirements, fair lending principles, and board-approved risk appetite.
- Provide cross-functional leadership with loan operations, underwriting, retail, marketing, collections, business intelligence, and member service teams.
- Own the end-to-end loan member experience across branch, indirect, and digital channels.
- Establish standards for member communication, service quality, feedback, escalation, and continuous improvement.
- Coordinate between sales and operations to deliver a timely, transparent, and consistent borrowing experience.
- Develop and execute strategy for responsible consumer and residential mortgage production, portfolio growth, profitability, and ancillary product penetration.
- Oversee product, pricing, promotion, channel, and competitive-positioning strategies.
- Collaborate with retail and marketing to develop campaigns and delivery strategies.
- Analyze market conditions, member needs, competitor activity, and channel performance to identify growth opportunities.
- Develop strategic partnerships and market-expansion initiatives.
- Design and govern compliant incentive programs.
- Provide executive reporting, forecasting, dashboards, and performance analytics.
- Govern lead distribution, application quality, follow-up, aging, conversion, pull through, and service standards.
- Oversee pipeline capacity, bottlenecks, exceptions, and sales-to-operations handoffs, ensuring timely issue resolution.
- Partner with operations and underwriting to improve workflow efficiency, turnaround times, forecasting accuracy, and member outcomes.
Requirements
- Bachelor’s degree in business, finance, marketing, or a related field; equivalent relevant experience may be considered.
- A minimum of 5 years progressive experience in consumer, mortgage, or financial-services sales, including leadership of managers and multi-channel teams.
- Demonstrated success developing sales strategies, production goals, incentive plans, budgets, forecasts, dashboards, and accountability routines.
- Strong knowledge of lending products, origination workflows, member service, fair lending, and related regulatory expectations.
- Ability to analyze performance, communicate recommendations, influence cross-functional outcomes, and lead organizational change.
Location
- Onsite
Work Type
- Full-time
Experience Level
- 5+ years progressive experience in sales
- Leadership of managers and multi-channel teams
Education Level
- Bachelor's degree in business, finance, marketing, or a related field